Trusted by 20000+ clients
Holistic Investment Planning That Covers Every Option - Built Around You
Zenith Finserve's certified investment advisors build a coherent, goal-aligned investment plan across 25+ options — from SIPs and mutual funds to PMS, AIF, GIFT City investing and NRI investments — mapped to your risk profile, with full transparency on where every rupee goes.
Mon - Fri: 8:00AM - 7:00PM
Sat - Sun: Closed
85 North Medical Drive
Salt Lake City, Australia 84132
480+
Goals Planned
180+
Goals Achieved
7 Crores+
Worth of Goals Achieved
3X
More confidence of achieving goals
The Full Spectrum of Investment Options, Guided by One Trusted Advisor
0+
Satisfied Clients
GIFT City Investing
Non Resident Indian (NRI) Investing
Specialized Investment Funds (SIF)
Portfolio Management Service (PMS)
Alternate Investment Fund (AIF)
Structured Product
Residence by Investment Planning/ Advisory
Citizenship by Investment Planning/ Advisory
Market Linked Debentures (MLDs)
National Pension Scheme (NPS)
Corporate Fixed Deposit
Preference Shares
Perpetual Bonds
Private Bonds
PSU Bonds
RBI Bonds
Tax Free Bonds
Zero Coupon Bonds
Municipal Bonds
Exchange Traded Funds
REITs
InVITs
Investing with Clarity, Control, and Confidence
Investments Mapped to Your Comfort Zone
Absolute Liquidity When Life Happens
100% Transparency and Total Clarity
Why Work With Us
Client First Approach
Personalised Suggestions
Complete Handholding
Transparency
Dedicated Expert
Meet Anuj Kesarwani
Anuj Kesarwani is the founder of Zenith Finserve, with over a decade of experience in comprehensive financial management.
His expertise spans financial planning, retirement planning, cash flow management, investments, loans, insurance, tax, and estate planning, helping individuals make smarter, well-rounded financial decisions.
He holds globally recognized certifications, including Certified Financial Planner (CFP) and Chartered Trust and Estate Planner™ (CTEP™), reflecting his deep commitment to professional excellence.
Anuj’s insights and perspectives have been featured in leading financial publications such as Moneycontrol, Economic Times, The Fynprint and Outlook Money, making him a trusted voice in the industry.
Service Myths
Goals planning is a one-time exercise
Income, expenses, responsibilities, and life situations change. We need regular reviews to stay relevant.
Good returns will help me reach my goals
Investing in high return products ignoring discipline, time horizon, and risk management can derail goals.
If I invest as per the goals, my money will be locked in till the goal is achieved
Good goal planning includes provision for withdraw money for unforeseen situations and liquidity
If I invest based on goals, I will lose the flexibility if my goals change in future
Investing based on goals brings discipline in money management. Investing based on goals ensures that money is saved. Good planning ensures that the savings for one goal can be used for some other as life is unpredictable.
Pathway To Your Zenith
We understand your needs, create a customised plan, put the plan into action, and keep reviewing it as life changes.
Discovery Call
See What’s Possible
Building Your Financial Foundation
We Suggest
Put the Plan into Action
Track, Review, and Adapt
What Our Client Says About Our Services
Monil Thakkar
Pranal Patankar
Purnima Mistry
Yogita Tiwari
The Difference Between True Investment Planning and Simply Selling Products
| Aspect | Zenith Finserve | Others |
|---|---|---|
| Approach | Process-driven investment framework | Product-driven. Focus on what is selling well |
| Starting point | You. Your goals, risks, cash flows, and life situation | Market trends or ‘best performing’ products |
| Investment philosophy | Balanced focus on Safety, Liquidity, and Returns | Mostly returns. Safety and liquidity often ignored |
| Product selection | Only products that pass our philosophy, methodology, and suitability filter | Products pushed by incentives or popularity |
| Risk management | Risks identified and managed before investing | Risks show up after investment is done |
| Emotional control | Help you stay calm during ups and downs | Decisions often driven by fear and greed |
| Asset allocation | Clear allocation across equity, debt, property, commodity and others. | One-sided allocation based on trend |
| Suitability check | Every investment tested for your profile. No shortcuts. | Generic solutions offered |
| Transparency | Clear rationale shared before investing. You know why you invest. | Investing mostly based on “Trust us” approach |
| Long-term comfort | Builds confidence to stay invested during tough times. | Frequent switching resulting in increased costs and taxes |
Answering Your Most Common Questions
What is unique about investing with Zenith Finserve?
We follow a process-driven framework.
Your situation decides where your money is invested without any biases.
How much returns can I expect to earn by investing with Zenith Finserve?
Returns matter, but so do safety and liquidity of your money.
Good returns are useless if your money is stuck or is invested in high risk products.
We focus on providing a balance of optimum returns with safety and liquidity.
What if markets fall after I invest with Zenith Finserve?
We suggest investments keeping market ups and downs in mind.
Our framework helps you minimize downsides during market falls.
Will I understand what Zenith Finserve suggests?
Yes. We explain every recommendation in easy-to-understand language.
You will know what you are investing in and why.
Is Zenith Finserve’s investments suitable for first-time investors?
Absolutely. In fact, a framework helps beginners avoid costly mistakes early on.
What is the minimum amount I can start investing with Zenith Finserve?
We have not fixed any minimum amount limit. Discipline and the right process matter more than the amount.
What are the investments Zenith Finserve suggests?
We suggest all types of investments including mutual funds, fixed deposits, bonds, post office, government, and other products depending upon what suits your needs.
What is the risk involved in the investments Zenith Finserve suggests?
We suggest any investment that suits your risk profile and goals.
We also follow up and review your investments at a pre-set frequency. So, rest assured, the risk would be within your control.
What will Zenith Finserve do with my existing investments?
We will firstly review your existing investments. We will retain what suits you and improve what does not.
Will Zenith Finserve suggest that I buy and sell frequently?
We believe in patience and discipline over frequently changing the investment. Changes may happen once or twice in a year or two.
How often will Zenith Finserve review my investments?
Reviews are part of the process to ensure your investments stay aligned with your goals.
We mutually decide a pre-set review frequency. Changes happen based on your life or market scenario.
What will Zenith Finserve suggest if my goals or income change later?
We will review your investments at the time of change and make adjustments to match the new situation accordingly.
How involved do I need to be if I invest with Zenith Finserve?
We take full responsibility for all your investments with us. That said, you are free to be as involved as you want to be. Even if you don’t, we will take care.